家庭保障规划Family Protection Planning
为您和家人量身定制全面保障方案，确保关键时刻从容应对。Tailored protection plans to safeguard your family against life's uncertainties.
新加坡友邦AIA · 私人财富管理总监AIA Singapore · Private Wealth Management Director
以心为灯，照亮财富安康之路Guiding Families Toward Financial Peace of Mind
从教师到新加坡AIA理财顾问第一名，十年来以专业与真诚守护500余个家庭的财富安全。From teacher to Singapore's #1 AIA Financial Advisor — a decade of protecting 500+ families with professional expertise and genuine care.
- 2020年全新加坡AIA理财顾问第一名AIA #1 Financial Advisor, Singapore 2020
- 服务超过500个家庭、3600多位客户Served 500+ families and 3,600+ clients
- 友邦百年高峰会国旗旗手AIA Centennial Summit Flag Bearer
用数字书写信赖Trust Written in Numbers
- 500 +
- 服务家庭Families Served
- 3600 +
- 服务客户Clients Served
- 10 年+
- 从业经验Years of Experience
- No.1
- 新加坡AIA业绩冠军AIA Singapore Top Advisor
关于我About Me
从讲台到财富守护者From Classroom to Wealth Guardian
李玲，祖籍湖南，新加坡友邦AIA私人财富管理总监。 潇湘水畔长大的她，承袭了湖南人"吃得苦、耐得烦"的韧劲。从湖南到美国，再到新加坡——跨洋三迁的人生历程，赋予她跨文化的视野与对生命的深刻理解。 初到新加坡时，她在南洋理工大学校园内担任教师。一次家人的意外住院经历，让她深刻体会到财富安全对每个家庭的重要意义。2014年，她毅然从教育转行金融，从此走上守护家庭财富安康的道路。 十年来，她以"利他"为信念，以专业为根基，以真诚为桥梁，从5200名同行中脱颖而出，登顶新加坡AIA业绩冠军——成为获此殊荣的极少数新移民之一。 她不仅是财富管理专家，更是社区的温暖力量。作为裕华社区基层领袖和商专妇女协会华文分会主席，她持续回馈社会，2024年荣获总统挑战慈善活动贡献奖。Li Ling hails from Hunan, China, and serves as Private Wealth Management Director at AIA Singapore. Her journey spans three continents — from Hunan to the United States, and finally to Singapore — giving her a rare cross-cultural perspective and deep empathy. She began her career in Singapore as a teacher at Nanyang Technological University. A personal family medical emergency awakened her to the vital importance of financial protection. In 2014, she made the bold switch from education to finance, dedicating herself to safeguarding families' financial futures. Over the past decade, her "others-first" philosophy, professional expertise, and genuine sincerity propelled her to the top — earning the #1 ranking among 5,200 AIA advisors in Singapore, a rare feat for a new immigrant. Beyond finance, she is a dedicated community leader. As a grassroots leader in Yuhua constituency and Chairperson of the Business & Professional Women's Association (Chinese Chapter), she received the President's Challenge Charity Contribution Award in 2024.
专业服务Services
全方位财富管理方案Comprehensive Wealth Management Solutions
财务安全、子女教育、身份认同的三位一体规划，才是真正的"财富安康"。True financial well-being comes from a holistic approach — financial security, children's education, and identity planning.
子女教育金规划Education Fund Planning
提前规划子女教育基金，确保孩子的求学之路不受意外影响。Plan ahead for your children's education fund to ensure their future is uninterrupted.
企业资产架构Business Asset Structuring
为企业主设计资产架构，规避跨境税务风险，实现财富稳健增值。Design asset structures for business owners to optimize tax efficiency and grow wealth steadily.
新移民安家规划New Immigrant Settlement Planning
帮助新移民家庭快速融入新加坡，提供从PR申请到落地安居的全方位指导。Help new immigrant families settle into Singapore with comprehensive guidance — from PR applications to daily life.
理赔协助服务Claims Assistance
全程协助理赔流程，在您最需要帮助的时候陪伴左右。Full claims support — standing by your side when you need help the most.
财务知识讲座Financial Literacy Workshops
每月举办财务知识讲座，帮助更多家庭掌握财富自主权。Monthly financial literacy workshops to empower families with financial knowledge.
荣誉与成就Honors & Achievements
十年深耕，荣誉加身A Decade of Dedication and Recognition
客户的心声What Clients Say
当确诊重疾时，是李玲提前为我规划的保障让我可以专心治疗，无需为医疗费用担忧。她不只是理财顾问，更像是家人。When I was diagnosed with a critical illness, the protection plan Li Ling set up for me let me focus on recovery without worrying about medical bills. She's more than an advisor — she's family.
C. Tan
企业高管Corporate Executive
在她的建议下为孩子做好了教育金规划，确保了孩子未来的求学之路不会因任何意外而中断。非常专业和贴心。She helped me set up an education fund for my child, ensuring their academic journey won't be interrupted by unforeseen events. Extremely professional and thoughtful.
S. Lim
年轻母亲Young Mother
作为新移民，李玲不仅帮我规划了财务，还指导了PR申请和安家落户，让我在新加坡快速扎根。As a new immigrant, Li Ling not only helped with financial planning but also guided my PR application and settlement — helping me put down roots quickly.
W. Chen
新移民家庭New Immigrant Family
常见问题Frequently Asked Questions
我需要准备多少预算来开始财富规划？How much budget do I need to start financial planning?
财富规划因人而异。我会根据您的家庭情况和目标，量身定制最合适的方案。欢迎预约免费咨询，一起探讨您的需求。Financial planning is personalized to each family. I will tailor a plan based on your situation and goals. Book a free consultation to explore your needs.
你是只服务高净值客户吗？Do you only serve high-net-worth clients?
不是的。我相信每个家庭都值得专业的财富守护。无论您处于人生的哪个阶段，我都乐意为您服务。Not at all. I believe every family deserves professional financial guidance. No matter where you are in life, I'm here to help.
你是独立的理财顾问还是AIA的？Are you an independent advisor or with AIA?
我是新加坡友邦AIA的私人财富管理总监，可以为您提供AIA全线产品及专业理财建议。I am the Private Wealth Management Director at AIA Singapore, providing comprehensive AIA products and professional financial advice.
新移民在新加坡做财务规划有什么特别需要注意的？What should new immigrants know about financial planning in Singapore?
新移民需要特别关注CPF政策、医疗保障衔接、税务规划以及子女教育金。作为曾经的"新移民"，我对这些有切身理解，可以帮助您少走弯路。New immigrants should pay special attention to CPF policies, medical coverage, tax planning, and education funds. Having been a new immigrant myself, I have firsthand understanding to help you navigate smoothly.
如果需要理赔，你会怎么帮我？How do you help with claims?
我会全程协助理赔流程——从文件准备到与保险公司沟通，确保您在困难时刻获得最大的支持。很多客户告诉我，这是他们最感激的服务。I provide full claims support — from document preparation to liaising with the insurer. Many clients tell me this is the service they value most.
让专业守护您的家庭财富安康Let Professional Expertise Protect Your Family's Future
预约免费咨询，了解最适合您家庭的财富管理方案。Book a free consultation to discover the wealth management plan best suited for your family.
联系我们Contact
开启您的财富安康之旅Start Your Financial Wellness Journey
告诉我您的需求，我会为您推荐最合适的方案。Tell me about your needs — I'll recommend the best plan for you.